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Elwood & Goetz Wealth Advisory Group’s Invesco Solar ETF TAN Stock Holding History

Elwood & Goetz Wealth Advisory Group’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,279
Closed -$204K – 55
2021
Q2 		$204K Buy
+2,279
New +$185K 0.08% 48
2021
Q1 		– Sell
-1,982
Closed -$204K – 49
2020
Q4 		$204K Buy
+1,982
New +$159K 0.09% 49

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's TAN Position: Q3 2021 in Review

Elwood & Goetz Wealth Advisory Group sold out of Invesco Solar ETF (TAN) in Q3 2021, closing a stake of 2,279 shares — an estimated $204K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in TAN in Q4 2020 and held it in 2 quarters. The position peaked at $204K in Q2 2021. 307 funds tracked by Wall St. Rank hold TAN as of Q3 2021.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Invesco Solar ETF position as of Q3 2021 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 2,279 Invesco Solar ETF shares in Q3 2021, an estimated $204K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Invesco Solar ETF in Q4 2020 and held it in 2 quarters.
  • Elwood & Goetz Wealth Advisory Group's Invesco Solar ETF position peaked at $204K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2021.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q3 2021, filed 18 Oct 2021.